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First Trust Value Line Dividend Fund

584 hedge funds and large institutions have $7.09B invested in First Trust Value Line Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 166 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+46
Holders Change %
+8.55%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.51%
New
95
Increased
166
Reduced
250
Closed
39
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Shares
Change %
NB
251
NBT Bank
New York
$1.27M -$653K -14,970 -34%
CAM
252
Cresset Asset Management
Illinois
$1.26M -$130K -2,979 -9%
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$1.25M -$271K -6,219 -18%
SFC
254
Strategic Financial Concepts
Texas
$1.21M +$151K +3,467 +14%
BFS
255
BridgePort Financial Solutions
Iowa
$1.21M +$1.21M +26,927 New
NFC
256
Northeast Financial Consultants
Connecticut
$1.2M -$123K -2,826 -9%
CA
257
CoreCap Advisors
Michigan
$1.2M +$1.13M +25,928 +1,730%
BAM
258
Belpointe Asset Management
Nevada
$1.2M -$90 -2 -0%
FWM
259
Fonville Wealth Management
Virginia
$1.15M +$52.5K +1,202 +5%
O3W
260
Omni 360 Wealth
New Jersey
$1.15M -$38.4K -879 -3%
SAI
261
Savvy Advisors Inc
New York
$1.12M +$30.6K +702 +3%
GF
262
GGM Financials
Ohio
$1.12M -$17K -389 -1%
WCM
263
Winebrenner Capital Management
Kentucky
$1.11M +$1.11M +25,537 New
SPG
264
Strategic Planning Group
Utah
$1.1M -$289K -6,618 -21%
RIS
265
Richmond Investment Services
Wisconsin
$1.09M +$1.09M +24,959 New
SF
266
Synovus Financial
Georgia
$1.08M -$199K -4,565 -16%
IFWM
267
Institute for Wealth Management
Colorado
$1.08M
FIA
268
Foundations Investment Advisors
Arizona
$1.07M +$28.8K +661 +3%
CS
269
Capital Square
Tennessee
$1.07M +$231K +5,199 +28%
EWM
270
EPG Wealth Management
Georgia
$1.06M -$18.5K -425 -2%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$1.06M +$79.8K +1,828 +8%
AFG
272
ABLE Financial Group
Arizona
$1.04M +$86.6K +1,985 +9%
TSWM
273
Tyler-Stone Wealth Management
Ohio
$1.04M -$11.7K -269 -1%
OWA
274
Octavia Wealth Advisors
Ohio
$1.03M -$42.1K -965 -4%
LWM
275
Lighthouse Wealth Management
Ohio
$1.02M +$1.02M +23,313 New